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Macroeconomic Update: I remain significantly more bearish than consensus!

10月 5, 2023    ·  5 minutes

Of late recessionary talk has cooled off. Jerome Powell and the Fed are no longer expecting a recession. The consensus is for the US to have a soft-landing allowing core … Continue reading “”

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冬がやってくる!

11月 18, 2022    ·  2 minutes

このところ、私はマクロ的なことをよく考えている。 マクロがミ … “冬がやってくる!” の続きを読む

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WTF Is Going On? 3 Outcomes for What Could Happen From Here; What Needs to Happen To Avoid Recession? Why Stagnation is Most Likely and What This Means for Startups and Venture

5月 9, 2022    ·  2 minutes

I had the pleasure of chatting with Harry Stebbings of 20VC about the current macro environment. In this far ranging conversation we discuss why a recession is the most likely … Continue reading “”

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偉大なる未知

3月 11, 2022    ·  3 minutes

1年前、私は『エブリシング・バブルへようこそ』の中で、前例の … “偉大なる未知” の続きを読む

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The Moaning 20s

4月 20, 2021    ·  9 minutes

By Matias Barbero “No more …. masks. Everything open too. School opens this week — Thursday! Did you ever? As if they couldn’t have waited till Monday!” With multiple vaccines … Continue reading “”

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エブリシング・バブルへようこそ!

2月 9, 2021    ·  2 minutes

市場マニアの兆候はいたるところにある。 PERは高く、上昇し … “エブリシング・バブルへようこそ!” の続きを読む

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The Impact of COVID19 on startups and the economy

5月 6, 2020    ·  1未満 minute

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COVID-19 – 11 Fabrice Grinda – Survivre : le seul KPI du moment

4月 24, 2020    ·  2 minutes

Discussion sympa avec Matthieu de Generation Do It Yourself sur COVID, l’economie, les startups Pour ce 11ème épisode dédié aux entrepreneurs face à la crise du covid-19 (et deuxième réalisé … Continue reading “”

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The global economy and its impact on startups in the time of COVID-19

3月 20, 2020    ·  14 minutes

In February I suggested that the SARS-CoV-2 virus and the COVID-19 disease it causes may be the black swan that push the global economy into recession. I suggested that uncertainty … Continue reading “”

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COVID-19 may be the black swan that pushes the global economy into recession

2月 24, 2020    ·  4 minutes

If there is one thing that businesses and individuals hate even more than bad news, it’s uncertainty. Even if you scour the literature and CDC releases (such as this latest … Continue reading “”

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Interview in Les Echos (in French): Tech will make the World a Better Place

10月 9, 2019    ·  5 minutes

Two weeks ago, I had the pleasure of hosting a salon dinner with members of French Founders prior to giving a keynote on the state and future of technology. It … Continue reading “”

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We are lucky to be alive right now!

2月 20, 2017    ·  1未満 minute

In these fraught political times, it’s good to take a step back from the day to day minutia. In the grand scheme of things, global quality of life has dramatically … Continue reading “”

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Technology and the Future of Work

7月 11, 2016    ·  5 minutes

Technological progress continues unabated. The astonishing rate of growth has fueled heated debates about implications on the future of labor and the nature of work. A decade ago, few would … Continue reading “”

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Donald Trump: The Startup Disrupting the GOP Establishment

3月 30, 2016    ·  3 minutes

by Fabrice Grinda and Mike Lloyd Many people have been amazed at the support that Donald Trump has been able to amass since he threw his red “Make America Great … Continue reading “”

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Macro perspective: The startup party is far from over!

12月 2, 2015    ·  6 minutes

Hang around venture capitalists in Silicon Valley and a clear sense of fear pervades the air. The main topic of conversation these days seems to be of humbled or fallen … Continue reading “”

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